See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,465 | $60,892-84.5% | $82,389-88.5% | $84,808-88.8% |
| Participation rate | 69.2% | 63.3%+6.0pp | 69.5%-0.3pp | 68.3%+0.9pp |
| Annual return | 19.26% | 37.29%-18.0pp | 28.67%-9.4pp | 40.90%-21.6pp |
| Employer contribution / active EE | $770 | $1,779-56.7% | $2,517-69.4% | $2,631-70.7% |
| Participant deferral / active EE | $2,671 | $3,179-16.0% | $4,155-35.7% | $4,212-36.6% |
| Admin fee / account holder | $1,629 | $5,467-70.2% | $7,231-77.5% | $7,344-77.8% |